Be in the know. 13 key reads for Friday…

  1. FOMO Builds as Alibaba Extends $250 Billion AI-Fueled Comeback (bloomberg)
  2. Alibaba’s Amap hits 400 million users with new AI ranking feature in local services push (scmp)
  3. Share Repurchase Update as of September 30, 2025 (alibaba)
  4. A.I. Is Driving a Stock Market Rally in China, Too (nytimes)
  5. Foreign investors eye China one again — but capital controls and policy risks keep them on edge (cnbc)
  6. Multinationals race ahead as dollar slump divides US stock market (ft)
  7. There’s value in value stocks (ft)
  8. Behind Job Weakness Are Hints of a Productivity Revival. Is AI the Reason? (wsj)
  9. BofA’s Hartnett Recommends Resources, UK Stocks to Bet on AI (bloomberg)
  10. After firing fewer workers last month, US companies plan lowest hiring since 2009 (nypost)
  11. This Is the Mortgage Rate Needed to Revitalize the Housing Market (barrons)
  12. Boeing Likely to Record Billions in Charges Over 777X Debut Delay (bloomberg)
  13. UBS raises GXO Logistics stock price target to $63 on steady growth outlook (investing)